Create your account, invite staff and customize your account settings.
APPLIES TO: Admins
Last updated: July 19, 2023
If you're setting up a new Upper Hand account, learn how to create your account, invite staff, and customize your account settings.
Below is an overview of the account setup tasks you should complete as an admin. Within each section, you'll find links to detail instructions for each task.
Please note this is the page to create an Upper Hand business account. You have the ability to pay monthly ($135/month) or annually ($1,140; 30% discount). If you are looking to create a client account within a business that uses Upper Hand, please visit our create a client account article.
If you are planning on processing credit card transactions in your Upper Hand business account, you will need to first be approved and enabled from our payment processor, Paysafe. Click on the red banner at the top of the page to fill out the Paysafe merchant application.
For payments related questions, feel free to email email@example.com.
While some settings can be set on the individual user level, you will want to also set account-wide settings that impact all users within your account. Some of these settings include your business info, locations, accounting, time tracking, custom waiver and preferences.
Invite your staff members to the account so they can start utilizing Upper Hand. Staff members have a preset list of permission settings within the software. Once invited, they can log in and set up their profile and personal preferences.
The core of your business operations in the software will be centered around your events page. Events allow you to set schedules, collect registration and manage your facility. Before you get started make sure you are familiar with the basics of managing your events in Upper Hand.
You can manage your current subscription from the Billing tab of Business Settings section of your account. In this section, you can view your current subscription plan, make changes to the payment method on file and view your billing documentation.
Learn more about the the support resources available to you.
Learn more about the newest opportunity to enhance your knowledge of the software. Make sure to check out the course entitled "03. Upper Hand Account Set Up" to dive head first into setting up your account.